Main Window

The following menus and menu items appear in Vault’s Main Window.

File

Connect to Server

The Connect to Server command allows you to connect to the Vault server. This command is also available on the Toolbar and will display when Vault is started. You can choose to automatically connect on startup with a profile.

Disconnect from Server

The Disconnect from Server command allows you to disconnect from the current server.

Choose Repository

The Choose Repository command allows you to select the repository from the connected server. You can choose to automatically open a repository when connecting to Vault by using a profile.

Add Files/Folders

The Add Files/Folders command allows you to add new files or folders to the open repository by selecting files or folders accessible on the local machine. The Add Files command can also be found on the Toolbar.

Detect New Files to Add

The Detect New Files command allows you to see which files exist in your local working folder that do not exist in Vault, therefore allowing you to easily add newly created files to the repository.

Create Folder

The Create Folder command allows you to create a new empty folder within the open repository. The Create Folder command can also be found on the Toolbar.

Delete

The Delete command allows you to delete files or folders from the repository. The Delete command can also be found on the Toolbar.

Please Note: The Delete command is non-destructive. The items still exists in the history of the repository and can be recovered by clicking the Undelete command found in the Folder Properties.

Rename

The Rename command allows the names of the selected files or folders to be changed.

Move

The Move command allows you to move the selected files or folders from one folder to another.

Properties

The Properties command allows you to view and modify the properties of the selected file (File Properties) or folder (Folder Properties).

Set Working Folder

The Set Working Folder command allows you to set a directory on the client machine to store files retrieved from the server. The Set Working Folder command can also be found on the Toolbar.

A working folder must be set in order to Get Latest, Check Out or Edit.

Explore Working Folder

The Explore Working Folder command allows you to open a Windows Explorer window on the corresponding working folder. If there is no working folder set or the working folder does not exist, the command will not be available.

Exit

The Exit command allows you to close the Vault client application.

Edit

View File

The View File command allows you to view the repository’s latest version of a selected file without checking out or replacing the local copy of the file. The View File command can also be found on the Toolbar.

Edit File

The Edit File command allows you to check out and edit a selected file in a single operation. The Edit File command can also be found on the Toolbar.

Select All

The Select All command allows you to select all of the files in the file list.

Invert Selection

The Invert Selection command allows you to invert the already selected files. For each file in the file list, if it is selected, it will be unselected and, if it is unselected, it will be selected.

View

Refresh

The Refresh command refreshes the file list and folder tree by retrieving the latest information from the server. This command is merely used to update the display of status information, it does not modify the working folders in any way.

See Automatic Refresh in General Options to set the refresh option.

Show Differences

The Show Differences command opens the Diff dialog box to examine the differences between versions of a file. The Diff command can also be found on the Toolbar.

Show History

The Show History command opens the History Explorer to examine past versions to a tree or repository. The History command can also be found on the Toolbar.

History Favorites->Edit Favorites

The History Favorites->Edit Favorites command opens the Edit History Favorites dialog that allows you to manage saved queries.

History Favorites->(Saved Query)

The History Favorites->(Saved Query) command invokes a specific named query and displays it in the History Explorer dialog..

Show Blame

The Show Blame command opens the Blame window, which shows which user modified which lines in the file.

Show Labels

The Show Labels command opens the Show Labels dialog to examine labels that have been applied to the currently selected file or folder, or labels that have been created recursively below that file or folder.

Source

Get Latest Version

The Get Latest Version command retrieves a copy of the file from the Vault server and places it in your working folder. If there is no current working directory, the Set Working Folder dialog box is displayed first since a working directory must exist before files are retrieved. The Get Latest Version command can also be found on the Toolbar.

Check Out

The Check Out command allows you to check out the latest version of a file or folder to modify the item. The Check Out command can also be found on the Toolbar.

Check In/Commit

The Check In/Commit command allows you to commit changes made to local files back into the repository. The Check In command can also be found on the Toolbar.

Undo Check Out

The Undo Check Out command allows you to undo a checkout and not modify contents of the file in the repository or change the version number. The Undo Check Out command can also be found on the Toolbar.

Show Merge

The Show Merge command allows you to resolve merges for files of status Needs Merge and also to examine how Vault automatically resolved the conflicts between two files.

Resolve Merge Status

The Resolve Merge Status command resets the status of a file from Needs Merge to Edited, which allows you to check in the file.

Label

The Label command allows you to tag a version of a file or folder with a text string. The Label command can also be found on the Toolbar.

Share

The Share command allows you to make files or folders appear in two distinct places in the repository. The Share command can also be found on the Toolbar.

Branch

The Branch command allows you to either Share Branch or Copy Branch. A Share Branch allows you to break a link for a shared file; creating a separate file at the location it was shared. A Copy Branch allows you to branch any file or folder, whether it is shared or not. The Branch command can also be found on the Toolbar.

Snapshot

The Snapshot command allows you apply snapshots to a folder.

Pin/Unpin

The Pin command allows you to pin a file or pin a folder to its current version, disallowing any changes to the file or folder until it is unpinned.

Cloak/Uncloak

The Cloak command allows you to specify that a folder should be ignored during other operations. For example, Get Latest Version operation will not get files from a cloaked folder unless the cloaked folder is specifically selected.

 

Tools

Merge Branches

The Merge Branches command allows you to merge changes from any folder to any other folder.

Options

The Options command allows you to set global options by opening the Options dialog box.

Change Password

The Change Password option allows you to change passwords.

Abort Current Operation

The Abort command cancels any current server operation. It is only available during attempts to contact the Vault server. The Abort command can also be found on the Toolbar.

Help

Contents

The Contents command will bring up the Help files. The Contents command can also be found on the Toolbar.

Search

The Search command will bring up the Search page for the Help files.

Technical Support

The Technical Support command will provide you support contact information and links to the FAQ lists. It will also list your system and version information that will be relevant for tech support issues.

About Vault

The About SourceGear Vault will show you the version number and the current locale.

Folder Tree Context Menu

Create Folder

The Create Folder command is used to create a new empty folder within the open repository. The Create Folder command can also be found on the Toolbar..

Add Files/Folders

The Add Files/Folders command allows you to add new files or folders to the open repository by selecting files or folders accessible on the local machine. The Add Files command can also be found on the Toolbar.

Detect New Files to Add

The Detect New Files command allows you to see which files exist in your local working folder that do not exist in Vault, therefore allowing you to easily add newly created files to the repository.

Set Working Folder

The Set Working Folder command allows you to set a folder on the client machine in which to retrieve repository files. The Set Working Folder command can also be found on the Toolbar.

A working folder must be set in order to Get Latest, Check Out or Edit.

Explore Working Folder

The Explore Working Folder command allows you to open a Windows Explorer window on the corresponding working folder. If there is no working folder set or the working folder does not exist, the command will not be available.

Get Latest Version

The Get Latest Version command allows you to retrieve all the latest files within the folder from the Vault server and place them in the working folder. If there is no current working folder, the Set Working Folder dialog box is displayed first since a working directory must exist before files are retrieved. The Get Latest Version command can also be found on the Toolbar.

Check Out

The Check Out command allows you to check out the latest version of a files in the selected folder. You can then modify the files. The Check Out command can also be found on the Toolbar.

Check In/Commit

The Check In/Commit command allows you commit changes made to local files found in the selected folder or one of its sub-folders back into the repository. The Check In command can also be found on the Toolbar.

Undo Check Out

The Undo Check Out command allows you to undo the check out and not modify the contents of the file found in the selected folder or its subfolders in the repository or change the version number. The Undo Check Out command can also be found on the Toolbar.

Show Differences

The Show Differences command opens the Diff dialog box to examine the differences between versions of a folder. The Show Differences command can also be found on the Toolbar.

Show History

The Show History command opens the History Explorer to examine past versions to a tree or repository. The Show History command can also be found on the Toolbar.

History Favorites->Edit Favorites

The History Favorites->Edit Favorites command opens the Edit History Favorites dialog that allows you to manage saved queries.

History Favorites->(Saved Query)

The History Favorites->(Saved Query) command invokes a specific named query and displays it in the History Explorer dialog..

Show Labels

The Show Labels command opens the Show Labels dialog to examine labels that have been applied to the currently selected folder, or labels that have been created recursively below that folder.

Share

The Share command allows you to make the selected folder appear in two distinct places in the repository. The Share command can also be found on the Toolbar.

Branch

The Branch command allows you to either Share Branch or Copy Branch. A Share Branch allows you to break a link for a shared item; creating a separate item at the location it was shared. A Copy Branch allows you to branch any item, whether it is shared or not. The Branch command can also be found on the Toolbar.

Label

The Label command allows you to tag a version of a file or folder with a text string. The Label command can also be found on the Toolbar.

Pin/Unpin

The Pin command allows you pin a folder to its current version, disallowing any changes to the folder until it is unpinned.

Cloak/Uncloak

The Cloak command allows you to specify that a folder should be ignored during other operations. For example, Get Latest Version operation will not get files from a cloaked folder unless the cloaked folder is specifically selected.

Delete

The Delete command allows you to delete the selected folder from the repository. The Delete command can also be found on the Toolbar.

Please Note: The Delete command is non-destructive. The items still exists in the history of the repository and can be recovered by clicking the Undelete command found in the Folder Properties.

Rename

The Rename command allows the names of the selected folder to be changed. The item will be immediately renamed unless Auto-Commit has been turned off in the Check In Options.

Properties

The Properties command allows you to view and modify the properties of the selected folder (Folder Properties).

File List Context Menu

View File

The View File command allows you to view the latest version of a selected file without checking out or replacing the local copy of the file. The View File command can also be found on the Toolbar.

Edit File

The Edit File command allows you to check out and edit a selected file in a single operation. The Edit File command can also be found on the Toolbar.

Get Latest Version

The Get Latest Version command allows you to retrieve a copy of the file from the Vault server and place it in your working folder. If there is no current working folder, the Set Working Folder dialog box is displayed first since a working directory must exist before files are retrieved. The Get Latest Version command can also be found on the Toolbar.

Check Out

The Check Out command allows you to check out the latest version of the selected file. You can then modify the file or folder. The Check Out command can also be found on the Toolbar.

Check In/Commit

The Check In/Commit command allows you to commit changes made to local files back into the repository. The Check In/Commit command can also be found on the Toolbar.

Undo Check Out

The Undo Check Out command allows you to check in a file and not modify the contents of the file in the repository or change the version number. The Undo Check Out command can also be found on the Toolbar.

Show Differences

The Show Differences command opens the Diff dialog box to examine the differences between versions of a file. The Show Differences command can also be found on the Toolbar.

Show History

The Show History command opens the History Explorer to examine past versions to a tree or repository. The Show History command can also be found on the Toolbar.

History Favorites->Edit Favorites

The History Favorites->Edit Favorites command opens the Edit History Favorites dialog that allows you to manage saved queries.

History Favorites->(Saved Query)

The History Favorites->(Saved Query) command invokes a specific named query and displays it in the History Explorer dialog..

Show Labels

The Show Labels command opens the Show Labels dialog to examine labels that have been applied to the currently selected file.

Show Merge

The Show Merge command allows you to examine how Vault automatically resolved the conflicts between two files, and to manually merge a file if it still needs merged.

Resolve Merge Status

The Resolve Merge Status command resets the status of a file from Needs Merge to Edited, which allows you to check in the file.

Share

The Share command allows you to make files appear in two distinct places in the repository. The Share command can also be found on the Toolbar.

Branch

The Branch command allows you to either Share Branch or Copy Branch. A Share Branch allows you to break a link for a shared file; creating a separate file at the location it was shared. A Copy Branch allows you to branch any file, whether it is shared or not. The Branch command can also be found on the Toolbar.

Label

The Label command allows you to tag a version of a file with a text string. The Label command can also be found on the Toolbar.

Pin/Unpin

The Pin command allows you pin a file to its current version, disallowing any changes to the file until it is unpinned.

Delete

The Delete command allows you to delete the selected files from the repository. If multiple files are selected, they will all be deleted at the same time. The Delete command can also be found on the Toolbar.

Please Note: The Delete command is non-destructive. The file or folder still exists in the history of the repository and can be recovered by clicking the Undelete command found in the Folder Properties.

Rename

The Rename command allows the names of the selected files to be changed.

Properties

The Properties command allows you to view and modify the properties of the selected file (File Properties).

Pending Change Set

Select All

Allows you to select all the entries in the pending change set.

Copy

Copies all the currently selected entries in the pending change set to the clipboard in a text format.

Edit Item Comment

The Edit Item Comment allows you to add or edit the comment associated with this item (not the overall change set comment).

Commit

The Check In/Commit command allows you to bring up the Check In/Commit dialog box containing the selected items in the pending list and then commit them to the repository.

Undo

The Undo command allows you to check in a file and not modify the contents of the file in the repository or change the version number. The Undo command can also be found on the Toolbar.

Show Differences

The Show Differences command opens the Diff dialog box to examine the differences between versions of a file. The Show Differences command can also be found on the Toolbar.

Show Merge

The Show Merge command allows you to examine how Vault automatically resolved the conflicts between two files.

Resolve Merge Status

The Resolve Merge Status command resets the status of a file from Needs Merge to Edited, which allows you to check in the file.

Status Search Context Menu

The Status Search context menu is available on an item by right clicking the mouse over an item. Not all search result items have a context menu and the set of commands in each menu is not the same for each search type. The following tables list each status search type and its context menu commands, if any.

Status

Menu

Old

Get Latest Version, Show Differences, Check Out, Delete

Missing

Get Latest Version, Check Out, Delete

Checked out by

Get Latest Version, Check In, Undo Check Out, Show Differences, Delete

Merged

Get Latest Version, Check In, Undo Check Out, Show Differences, Show Merge, Delete

Edited

Get Latest Version, Check In, Undo Check Out, Show Differences, Delete

Renegade

Get Latest Version, Check Out, Show Differences, Delete

Unknown

Get Latest Version, Check Out, Show Differences, Delete

Needs Merged

Get Latest Version, Check Out, Show Differences, Show Merge, Delete

More Recent

Get Latest Version, Check Out, Show Differences, Delete